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First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF

168 hedge funds and large institutions have $1.89B invested in First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
168
Holders Change
+31
Holders Change %
+22.63%
% of All Funds
3.45%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.39%
New
43
Increased
96
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$249M 4,550,153 +1,529,651 +51%
Wells Fargo
2
Wells Fargo
California
$169M 3,086,296 +1,600,184 +108%
LPL Financial
3
LPL Financial
California
$167M 3,045,523 +1,856,698 +156%
HI
4
Horizon Investments
North Carolina
$87.9M 1,607,510 +1,040,331 +183%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$84.7M 1,546,503 +582,570 +60%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$70.9M 1,294,771 +831,436 +179%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$68.5M 1,249,783 +586,913 +89%
Bank of America
8
Bank of America
North Carolina
$54.5M 994,415 +428,022 +76%
UBS Group
9
UBS Group
Switzerland
$50.8M 927,380 +262,600 +40%
AI
10
Atria Investments
North Carolina
$48.7M 889,331 +408,143 +85%
LI
11
LVZ Inc
Michigan
$43.5M 794,390 +15,915 +2%
RJA
12
Raymond James & Associates
Florida
$37.3M 680,761 +379,848 +126%
First Trust Advisors
13
First Trust Advisors
Illinois
$36.9M 674,303 +55,200 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$31.7M 577,651 +75,951 +15%
AWM
15
AE Wealth Management
Kansas
$26.9M 491,524 +225,085 +84%
CAS
16
Cascadia Advisory Services
Oregon
$24.2M 441,994 +441,994 New
SWA
17
SFMG Wealth Advisors
Texas
$23.9M 435,374 +435,374 New
SS
18
Simplicity Solutions
Minnesota
$23.5M 428,256 +191,645 +81%
PAG
19
Private Advisor Group
New Jersey
$22.1M 403,796 +274,119 +211%
AWMS
20
Advocacy Wealth Management Services
Georgia
$21.9M 399,908 +399,908 New
BCI
21
Brinker Capital Investments
Pennsylvania
$20.9M 380,828
AFA
22
American Financial Advisors
Georgia
$20M 360,430 -2,736 -0.8%
PI
23
PFS Investments
Georgia
$18.7M 341,828 +213,028 +165%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$17.8M 324,135 +230,104 +245%
EIA
25
Eldridge Investment Advisors
New Hampshire
$17.2M 313,020 +19,732 +7%